DYI Comments:  Gold the relic that Central bankers hate yet inspire to own is back on the move to the upside.  Since the year 2000 despite its latest cyclical bear market continues to be the leader above all other macro markets.  This run for gold is not over.  Admittedly, the days of "shooting fish in a barrel" have long since past(1998 -2002) when gold was on the "give away table!" However there does remain upside potential as we wait for financial assets to mean invert into bargain prices. 

3-1-15
Updated Monthly

Secular Market Top - Since January 2000

+  43.7% Dow       

+146.7% Transports 

+119.0% Utilities

+31.5%  S&P 500

+12.0%  Nasdaq

+59.6%  30yr Treasury Bond

+326.1% Gold

  +31.8% Oil
  +57.9% Swiss Franc's

    

From High to Low

+326.1% Gold

+146.7% Transports

+119.0% Utilities 

+  59.6% 30 Year Treasury
+  57.9% Swiss Franc's

+  43.7% Dow

+  31.8%  Oil
+  31.5% S&P 500

+  12.0% Nasdaq

It is easily seen that in the year 2000 the Nasdaq was horribly overvalued and gold was on the give away table, such lopsided returns 15 years later!

Also of interest the stodgy 30 year Treasury bond has outperformed the Dow, S&P 500, and Nasdaq since the year 2000.  The modern portfolio crowd back in the year 2000 would find this a very low probability outcome.  Value player's, due to extreme valuations, would have recognized this as the most likely outcome (close to a no-brainer!). 

AGGRESSIVE PORTFOLIO - ACTIVE ALLOCATION

Active Allocation Bands (Excluding Cash) 0% to 60%

87% - Cash -Short Term Bond Index - VBIRX

13% -Gold- Precious Metals & Mining - VGPMX

 0% -Lt. Bonds- Long Term Bond Index - VBLTX

 0% -Stocks-  Total Stock Market Index Fund - VTSAX

[See Disclaimer]

The Great Wait Continues...

DYI